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Miller Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Miller Financial Services’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$910K Buy
1,615
+643
+66% +$393K 0.73% 41
2026
Q1 		$556K Sell
972
-26
-3% -$16.7K 0.61% 51
2025
Q4 		$782K Sell
998
-241
-19% -$161K 0.92% 33
2025
Q3 		$910K Sell
1,239
-7
-0.6% -$5.21K 1.05% 26
2025
Q2 		$920K Sell
1,246
-22
-2% -$13.6K 1.17% 23
2025
Q1 		$731K Sell
1,268
-2,041
-62% -$1.32M 1.05% 29
2024
Q4 		$1.94M Buy
+3,309
New +$1.94M 1.64% 12

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Miller Financial Services's META Position: Q2 2026 in Review

Miller Financial Services increased its Meta Platforms (Facebook) (META) stake by 66% in Q2 2026, buying an estimated $393K and bringing the position to 1,615 shares worth $910K. The position accounts for 0.73% of the portfolio, ranked #41.

Miller Financial Services first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2024. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Miller Financial Services held 1,615 shares of Meta Platforms (Facebook) worth $910K as of Q2 2026.
  • Miller Financial Services bought 643 Meta Platforms (Facebook) shares in Q2 2026, an estimated $393K.
  • Meta Platforms (Facebook) made up 0.73% of Miller Financial Services's portfolio in Q2 2026, its #41 holding.
  • Miller Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's Meta Platforms (Facebook) position peaked at $1.94M in Q4 2024.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.